Guardian Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,032
| Closed | -$222K | – | 66 |
|
|
2025
Q1 | $222K | Sell |
2,032
-708
| -26% | -$77.4K | 0.15% | 59 |
|
|
2024
Q4 | $253K | Sell |
2,740
-428
| -14% | -$39.5K | 0.17% | 66 |
|
|
2024
Q3 | $325K | Sell |
3,168
-166
| -5% | -$17K | 0.23% | 58 |
|
|
2024
Q2 | $293K | Sell |
3,334
-89
| -3% | -$7.81K | 0.22% | 59 |
|
|
2024
Q1 | $295K | Sell |
3,423
-736
| -18% | -$63.4K | 0.23% | 57 |
|
|
2023
Q4 | $338K | Sell |
4,159
-1,457
| -26% | -$118K | 0.29% | 55 |
|
|
2023
Q3 | $422K | Sell |
5,616
-4,095
| -42% | -$308K | 0.4% | 55 |
|
|
2023
Q2 | $818K | Sell |
9,711
-887
| -8% | -$74.7K | 0.75% | 46 |
|
|
2023
Q1 | $964K | Sell |
10,598
-336
| -3% | -$30.6K | 0.93% | 43 |
|
|
2022
Q4 | $1.04M | Sell |
10,934
-1,125
| -9% | -$107K | 1.02% | 40 |
|
|
2022
Q3 | $1.04M | Sell |
12,059
-65
| -0.5% | -$5.62K | 1.18% | 38 |
|
|
2022
Q2 | $1.16M | Buy |
12,124
+139
| +1% | +$13.3K | 1.25% | 36 |
|
|
2022
Q1 | $1.2M | Buy |
11,985
+21
| +0.2% | +$2.1K | 1.19% | 38 |
|
|
2021
Q4 | $1.06M | Buy |
+11,964
| New | +$1.06M | 1.02% | 41 |
|